Why there are two ways
Email is not private in transit. Anyone who can reach the mailbox at the other end — a shared family account, an employer’s mail system, someone who knows the password — can read what you sent. That is fine for “your appointment is on Tuesday” and not fine for a result. So Mail gives you two routes, and picks the safer one for you.Send a secure message
1
Compose to the patient
Select Compose and enter the patient’s address. As soon as Mail recognises it as a patient of your clinic, a How this reaches the patient panel appears above Send.
2
Leave it on Secure message
Secure message is selected already and marked Recommended. Write the subject and the message exactly as you would in any email — the subject travels with it into the portal.
3
Send it
Select Send. The confirmation says Secure message sending while the undo window is open, then Secure message sent. Undo works the same way it does for any message.
What the patient gets
An email from your clinic that says only You have a secure message from {your clinic}, with a button to open it in their portal. The subject line and the message body are not in that email at all. They read your message on their secure message thread, the same thread you can see from their record, and they reply there rather than by email.Send ordinary email instead
Ordinary email is available only for a patient whose consent you have recorded. Until then, Ordinary email is unavailable and the panel says so.1
Explain what it means
Tell the patient that ordinary email is not private in transit, that anyone who can get into their mailbox can read what you send, and that they can change their mind at any time.
2
Record what they told you
In the How this reaches the patient panel, select Record their consent. Choose how they gave it — They told me, They signed for it, or They agreed in the portal — add a note if there is a form to point to, and tick the confirmation.
3
Choose Ordinary email
Record consent closes the dialog and unlocks Ordinary email for this patient. Select it, and send.
Check it worked
Open Sent and find the message. It carries a Sent as a secure message banner, and below it the notice the patient actually received. That is deliberate: what Mail stores is what left the building. Your own words are on the patient’s secure message thread, which you can open from their record.If something goes wrong
A secure message goes to the patient alone
A secure message goes to the patient alone
Mail will not send a secure message that also has a colleague, a lab or a second patient on it: a portal thread belongs to one patient, and a copy in each thread would tell every patient who else was on the message. Remove the other recipients and send to the patient on their own, or send the message as ordinary email if they have consented to that.
Files cannot be sent with a secure message
Files cannot be sent with a secure message
Attachments do not travel on a secure message yet. Remove them and send the message on its own, or share the file from the patient’s record in the portal.
This clinic has no patient portal set up
This clinic has no patient portal set up
A secure message needs somewhere for the patient to open it. Ask an owner to set up the client portal, then try again.
More than one patient record uses that address
More than one patient record uses that address
Two records share the address — often a parent listed on more than one child’s record. Mail will not guess which chart the message belongs in. Write to the address you hold on the specific record, or tidy the duplicate records first.
The panel does not appear at all
The panel does not appear at all
Mail only shows it when a recipient is a patient of your clinic, matched on the email address held on their record. If the address you are writing to is not the one on file, add it to their record and it will be recognised.
FAQ
Can a patient take their consent back?
Can a patient take their consent back?
Yes, and you should record it when they do. Until then their consent stands.
Does this apply to messages to colleagues?
Does this apply to messages to colleagues?
No. A message to a colleague, a lab or a supplier is ordinary email and the panel does not appear — putting an internal message behind a portal login would be a message they could never open.
Do appointment reminders go through this?
Do appointment reminders go through this?
No. Automatic reminders and confirmations are separate and are governed by the patient’s own notification settings.
Can I see whether they read it?
Can I see whether they read it?
You can see that a secure message is waiting on their thread. Mail does not report whether an email was opened — see When a message does not arrive.